1,253 hedge funds and large institutions have $76.2B invested in Aon in 2025 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 463 increasing their positions, 392 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,253
Holders Change
+78
Holders Change %
+6.64%
% of All Funds
17.02%
Holding in Top 10
43
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+22.86%
% of All Funds
0.58%
New
169
Increased
463
Reduced
392
Closed
69
Calls
$761M
Puts
$436M
Net Calls
+$325M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
901
Heritage Wealth Advisors
Virginia
$324K -$4.39K -11 -1%
GWMR
902
GC Wealth Management RIA
Massachusetts
$323K -$32.7K -82 -9%
MPM
903
MBB Public Markets
Illinois
$323K +$323K +810 New
CC
904
Centiva Capital
New York
$323K +$323K +809 New
BBW
905
Blue Barn Wealth
Utah
$323K +$323K +809 New
CIS
906
Connors Investor Services
Pennsylvania
$319K
RW
907
RVW Wealth
California
$319K +$319K +800 New
MPWT
908
MassMutual Private Wealth & Trust
Connecticut
$316K +$78.2K +196 +33%
IA
909
Inspire Advisors
Idaho
$315K -$2.4K -6 -0.8%
LWIC
910
Leith Wheeler Investment Counsel
British Columbia, Canada
$314K +$314K +788 New
FNBOH
911
First National Bank of Hutchinson
Kansas
$314K +$7.58K +19 +2%
SAW
912
Signal Advisors Wealth
Michigan
$314K -$1.6K -4 -0.5%
WA
913
Wealth Alliance
New York
$312K +$312K +781 New
QWM
914
Quadcap Wealth Management
Texas
$310K +$5.99K +15 +2%
MWM
915
Maripau Wealth Management
Indiana
$309K +$3.59K +9 +1%
HT
916
Headlands Technologies
Illinois
$308K +$189K +474 +159%
HFS
917
Horizon Financial Services
North Carolina
$308K -$1.6K -4 -0.5%
BWS
918
Broadway Wealth Solutions
Texas
$307K -$25.9K -65 -8%
TPWA
919
TRUE Private Wealth Advisors
Oregon
$307K -$37.9K -95 -11%
MS
920
Maven Securities
Jersey
$307K -$69K -173 -18%
FAM
921
Flaharty Asset Management
Florida
$307K
BHWM
922
Bar Harbor Wealth Management
New Hampshire
$306K -$115K -287 -27%
FWA
923
FSM Wealth Advisors
Ohio
$305K +$33.1K +83 +12%
WGC
924
Watts Gwilliam & Co
Arizona
$304K
DFG
925
Dynamic Financial Group
Iowa
$304K